top of page
Search

Happy Holidays!

  • Writer: Chris Stein, CFP®
    Chris Stein, CFP®
  • Dec 26, 2018
  • 1 min read

We are taking some time off this week to spend it with family and friends over the holidays. We wish you and your families the very best of the season and look forward to new posts in 2019.

Comments

Commenting on this post isn't available anymore. Contact the site owner for more info.

Jim's best friend Mosby

Mnt%20Mo_edited.png
cfplogo.png
EliteLogo2011.jpg
FPA_ProudMember.jpg
SIGN UP FOR OUR NEWSLETTER!

Thanks for submitting!

  • Facebook
  • Twitter

Check out the background of firms and investment professionals on SEC’s Adviser Info Page.

Jim Saulnier & Associates, LLC is an investment advisory firm registered with the Securities and Exchange Commission (“SEC”) under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. For more information please visit: https://adviserinfo.sec.gov and search for our firm name.

 

Insurance products and services are offered and sold through James H. Saulnier, a Colorado licensed insurance producer, only in those states in which he is reciprocally licensed or qualifies for an exemption or exclusion from licensing requirements. Current reciprocal insurance licensing in these states: AL, AZ, CA CO, CT, FL, HI, IA, IL IN, MD, NC, NH, NV, NY, PA, SC, TN, TX, VA, WA, WI, AND WY.

 

Ed Slott Advisor recognition requires an advisor to be well versed on the rules and regulations regarding IRAs. The advisor must attend two live training sessions and pass two written exams annually to remain in the program.

 

Jim Saulnier and Associates | 970-530-0556 | 506 East Mulberry Street, Fort Collins, Colorado 80524. @2025 Jim Saulnier, LLC. All right reserved.

bottom of page